PAIRONE PRIVATE WEALTH

Overview

Pairone Private Wealth operates as a small, independent registered investment advisor focused on individual and family clients. The firm’s advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not position itself as an ESG-focused allocator and is not described as a multi-state adviser. Investment activity is concentrated in pooled public funds rather than direct concentrated equity positions. The firm maintains an industry affiliation with an insurance company, which suggests access to insurance-based solutions alongside its advisory offerings. Given the scale of assets, Pairone Private Wealth appears to run client portfolios using broadly diversified mutual fund vehicles and third‑party strategies rather than bespoke institutional-style separate accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices